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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Example: User needs to assign 2 signers to a 300+ page doc. On each page of the doc, they need a signature and the 300-page doc is never the same per client. Allow the user to assign the signature boxes once and then have them auto-fill throughout the 300+ page doc so they dont have to manually go page by page

    3 votes

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  2. Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Feature request for formula validation
    A Formula Validation Field would allow users to create complex calculations based on data entered into a document, and then validate those calculations against predetermined criteria. For example, a user could create a formula that validates if the SIN number correct.
    Here is the formula for that: http://www.straightlineinternational.com/docs/vaildating_canadian_sin.pdf
    This would help to ensure that the information in the document is accurate and consistent.
    I believe that this feature would be particularly useful for users in industries such as finance, accounting, and project management, where complex calculations are often required. It would also help to streamline…

    3 votes

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  4. Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  5. List folders in alphabetical order

    7 votes

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  6. Conditional fields for API

    Option to use conditional fields in API

    8 votes

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    0 comments  ·  API  ·  Admin →
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  7. I have a TypeForm on my website, and at the end of the TypeForm, it redirects the user to a Docusign URL. That URL opens a PDF template and prefills values into it which were collected from TypeForm. The values are embedded in the URL (e.g. "http://url/?customField1=blah&customField2=blah"). Can I do this with pandadoc?

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Notify account owner when an integration is not working.

    1 vote

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  9. The option to see how many fields were assigned to a specific recipient.

    1 vote

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  10. 1 vote

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  11. Ability to adjust some products within the pricing table so they are visible, but are not calculated.

    1 vote

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  12. It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.

    5 votes

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  13. I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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  14. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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    • will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
    1 vote

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  15. Option to insert arrows to the documents like Microsoft PowerPoint

    2 votes

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  16. Examples:
    Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".

    3 votes

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  17. Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    16 votes

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  18. When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.

    3 votes

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  19. Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote

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    0 comments  ·  Other  ·  Admin →
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